account_balance
Investment manager · 13F filer · SEC CIK 2010029
Evolution Wealth Management Inc.
Reported value$174Mas of Sep 30, 2026
Positions926 139 new, 148 sold out
Top 10 weight39.5%SPYM alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
8.9%Added +28%
PSFFPacer FDS Tr
4.7%
SFLRInnovator Etfs Trust
4.4%Trimmed −10%
SPMOInvesco Exch Traded Fd Tr II
3.7%Added +28%
QQQMInvesco Exch Traded Fd Tr II
3.7%Added +22%
SPDSimplify Exchange Traded Fun
3.3%
OVBListed FDS Tr
2.9%Added +19%
SPYCSimplify Exchange Traded Fun
2.9%
SPBWAim ETF Products Trust
2.6%Added +8%
EFViShares Tr
2.6%Added +32%
EFGiShares Tr
2.5%Added +35%
AGGHSimplify Exchange Traded Fun
2.1%Added +16%
SPYMSPDR Series Trust
8.9%Added +28%
PSFFPacer FDS Tr
4.7%
SFLRInnovator Etfs Trust
4.4%−10%
SPMOInvesco Exch Traded Fd Tr II
3.7%+28%
QQQMInvesco Exch Traded Fd Tr II
3.7%+22%
SPDSimplify Exchange Traded Fun
3.3%
OVBListed FDS Tr
2.9%
SPYCSimplify Exchange Traded Fun
2.9%
SPBWAim ETF Products Trust
2.6%
EFV2.6%
EFG2.5%
AGGH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 8.9% Added +28%
PSFF Pacer FDS Tr 4.7% Held
SFLR Innovator Etfs Trust 4.4% Trimmed −10%
SPMO Invesco Exch Traded Fd Tr II 3.7% Added +28%
QQQM Invesco Exch Traded Fd Tr II 3.7% Added +22%
SPD Simplify Exchange Traded Fun 3.3% Held
OVB Listed FDS Tr 2.9% Added +19%
SPYC Simplify Exchange Traded Fun 2.9% Held
SPBW Aim ETF Products Trust 2.6% Added +8%
EFV iShares Tr 2.6% Added +32%
EFG iShares Tr 2.5% Added +35%
AGGH Simplify Exchange Traded Fun 2.1% Added +16%
What changed
Biggest moves since Jun 30, 2026
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